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Dimensional US Targeted Value ETF

790 hedge funds and large institutions have $10.2B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 269 increasing their positions, 246 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 25

15% more funds holding in top 10

Funds holding in top 10: 104120 (+16)

15% more capital invested

Capital invested by funds: $8.88B → $10.2B (+$1.29B)

9% more funds holding

Funds holding: 728790 (+62)

7.06% more ownership

Funds ownership: 76.05%83.11% (+7.1%)

9% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 246

Holders
790
Holders Change
+62
Holders Change %
+8.52%
% of All Funds
9.61%
Holding in Top 10
120
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+15.38%
% of All Funds
1.46%
New
99
Increased
269
Reduced
246
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
E
301
Entelevest
Florida
$2.65M +$2.59M +44,450 New
RWA
302
Rooted Wealth Advisors
Illinois
$2.58M +$2.3M +39,335 New
DWA
303
Delap Wealth Advisory
Oregon
$2.58M -$174K -2,978 -6%
AWP
304
Astra Wealth Partners
New Jersey
$2.56M -$1.69K -29 -0.1%
OFO
305
OneAscent Family Office
Alabama
$2.55M +$9.92K +170 +0.4%
TWD
306
True Wealth Design
Ohio
$2.54M -$142K -2,434 -5%
SPC
307
Sigma Planning Corp
Michigan
$2.5M -$121K -2,077 -5%
TCM
308
TruNorth Capital Management
Michigan
$2.49M
Ameriprise
309
Ameriprise
Minnesota
$2.49M -$38.3K -656 -2%
FC
310
Financial Consulate
Maryland
$2.49M +$165K +2,832 +7%
SCM
311
SOL Capital Management
Maryland
$2.46M -$266K -4,560 -10%
BA
312
Bridgewater Advisors
New York
$2.43M
AFA
313
Avant Financial Advisors
Texas
$2.43M -$44.9K -770 -2%
EWP
314
Elevation Wealth Partners
California
$2.39M -$105K -1,805 -4%
MT
315
Midwest Trust
Kansas
$2.34M -$817 -14 -0%
WA
316
Walsh & Associates
Florida
$2.33M +$2.29M +39,174 New
Natixis Advisors
317
Natixis Advisors
Massachusetts
$2.32M +$456K +7,808 +25%
IAG
318
Investmark Advisory Group
Connecticut
$2.24M -$12.7K -218 -0.6%
RWM
319
Rockwood Wealth Management
Pennsylvania
$2.23M +$30.1K +515 +1%
SCA
320
Strathmore Capital Advisors
North Carolina
$2.22M -$94.2K -1,614 -4%
MA
321
Mutual Advisors
Nebraska
$2.22M +$13.1K +224 +0.6%
RCAG
322
Rehmann Capital Advisory Group
Michigan
$2.15M -$3.97K -68 -0.2%
GSF
323
Grove Street Fiduciary
New Hampshire
$2.14M -$112K -1,919 -5%
TWP
324
Tyche Wealth Partners
Texas
$2.1M +$1.11M +19,106 +118%
MW
325
Marrick Wealth
California
$2.09M +$2.04M +35,019 New